Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CI
1801
CX Institutional
Indiana
$619M -$11.3M -2% 1,000
SOAMC
1802
Spirit of America Management Corp
New York
$618M -$47.5M -7% 244
CC
1803
Cadinha & Co
Hawaii
$618M +$64.9M +12% 122
ECM
1804
Everence Capital Management
Indiana
$617M +$12.2M +2% 677
DBT
1805
Dubuque Bank & Trust
Iowa
$617M -$2.69M -0.4% 182
VAS
1806
Vestmark Advisory Solutions
Massachusetts
$617M +$32.4M +6% 591
JC
1807
Jacobs & Co
California
$617M -$2.92M -0.5% 139
ALAM
1808
Asahi Life Asset Management
Japan
$616M +$116M +23% 291
AOWM
1809
Alpha Omega Wealth Management
Virginia
$616M +$381M +162% 666
RWM
1810
Ritholtz Wealth Management
New York
$616M +$30.3M +5% 140
AEPI
1811
AH Equity Partners III
California
$616M -$376M -38% 3
WSCM
1812
Wellington Shields Capital Management
New York
$615M +$11.1M +2% 296
MA
1813
MCF Advisors
Kentucky
$614M +$9.61M +2% 475
AAA
1814
Adams Asset Advisors
Texas
$614M -$33.6M -5% 111
CFIA
1815
Cantor Fitzgerald Investment Advisors
New York
$614M -$25.6M -4% 58
AT
1816
Arden Trust
Delaware
$613M +$21.4M +4% 383
CCMD
1817
Cypress Capital Management (Delaware)
Delaware
$612M +$36M +6% 172
WTB
1818
Washington Trust Bank
Washington
$611M -$3.75M -0.6% 198
LWMT
1819
Legacy Wealth Management (Tennessee)
Tennessee
$611M +$56.2M +10% 12
BFS
1820
Baskin Financial Services
Ontario, Canada
$611M +$24M +4% 46
PS
1821
Presima Securities
Quebec, Canada
$610M -$18.1M -3% 37
CIA
1822
CCM Investment Advisers
South Carolina
$609M +$14.5M +2% 73
BWFA
1823
Baltimore-Washington Financial Advisors
Maryland
$609M +$14.7M +2% 109
GC
1824
Gratus Capital
Georgia
$608M +$634K +0.1% 179
GRP
1825
Global Retirement Partners
California
$608M +$86.1M +16% 1,750